See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,829 | $189,613-86.4% | $167,512-84.6% | $142,382-81.9% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.1%-43.7pp | 80.1%-46.8pp |
| Annual return | 57.16% | 2024.68%-1967.5pp | 1615.79%-1558.6pp | 217.08%-159.9pp |
| Employer contribution / active EE | $11,218 | $4,349+157.9% | $3,882+189.0% | $4,299+160.9% |
| Participant deferral / active EE | $431 | $6,981-93.8% | $6,405-93.3% | $6,507-93.4% |
| Admin fee / account holder | $3,355 | $10,528-68.1% | $9,769-65.7% | $12,624-73.4% |